-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们将SANM的12个月目标价上调87美元至250美元，相当于2027财年每股收益预期的19.3倍。我们将2026财年每股收益预期上调1.16美元至11.23美元，并将2027财年每股收益预期上调1.28美元至12.95美元。SANM的营收增长强劲，尤其是在通信网络和云AI基础设施领域，该领域实现了显著的同比增长。这一增长归功于加速计算、通用计算和存储等领域的强劲需求，以及Core Sanmina和ZT Systems业务的贡献。工业和能源等其他终端市场也呈现出积极的增长势头，预计下半年这些市场的业务增长将加速，尤其是在发电、配电和半导体设备领域。公司强调要为未来的增长做好充分准备，这得益于多元化的客户群体、新项目的拓展以及为满足 2027 年和 2028 年的预期需求而建立的全球制造布局。
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